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$QS has a good setup with 20% short interest and massive call volume in May

W
May 5, 2026 · 20:50

Quantumscape is primed with a large and of short interest with massive amount of calls expiring in May, all it needs is a catalyst and we are waiting one multiple and any one of them could play out:

* New OEM partnership, we know that are out there on the last earnings we were told they are working with 3 of the big ten automakers, one of them with 'other' products than EVs. We already know VW via PowerCo, but 2 other expected but it is up to the OEM to make the announcement. Speculation is Honda, another is Tesla and the 'other' could be Optimus robots.
* Mass manufacturing progress updates with VW, or testing results from trial vehicle bike from Ducati.
* Possible defense partnership, Dr. Ross Niebergall recently appointed to the board indicating possible military and defense uses, also Palmer Luckey of Anduril has made mention on X of SSB usage with a ceramic separator just like Quantumscape has developed.

In case you are not familiar they are producing solid state batteries and the stock in know for massive rallies on news last summer it ran from a low of $3.50 to almost $20 and now it has found solid support around $7 - $7.50 the last few months.

Not really a question of if but just when it will happen.